Number of Shares
89,155.00
Current Holdings Value*
$6.41 Mil
% of Portfolio
3.38%
Total Estimate Gain
$-751,516.68
% of Total Estimate Gain
-3.85%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Vanguard Total Bond Market ETF Holding Summary

As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 89,155.00 shares of Vanguard Total Bond Market ETF(BND), totaling $6.41 Mil. This investment constitutes 3.38% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2018Q2. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 8 purchases of BND, at an average price of $76.32, for a total of 256,015.00 shares. In addition, there have been 10 sales at an average price of $73.54 for 166,860.00 shares. Based on historical transaction data and BND's current price of $73.08, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his BND holdings is $-751,516.68, reflecting a -3.85% gain to date.

NEW ENGLAND GUILD WEALTH ADVISORS, INC. BND ($73.08) Holding Chart

NEW ENGLAND GUILD WEALTH ADVISORS, INC. BND ($73.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1